Property and Infrastructure

Changes to housing lending; issues for Oz banks in NZ; Upside for A-REIT values; disparities in like-for-like retail sales; Bell Potter initiates on Donaco.

The latest retail sales numbers suggest substantial strength in specialty stores, leading to brokers review what this means for the retail A-REITs.

Offering an impressive total shareholder return, this not so run of the mill REIT is attracting the eye of brokers.

Estia Health has acquired four aged care facilities, making ambitious prospectus forecasts appear more attainable.

March quarter traffic growth was strong across Transurban’s eastern Australian network and the stock continues to be supported for its yield.

Real estate online portal iProperty has made a strong start to 2015 and brokers believe it is on track to acchieve full year guidanc.

Morgan Stanley upgrades media; My Net Fone acquisition; Myer and A-REITs; pressure on life insurers; inbound tourism and food exports benefit from weaker Australian dollar.

National Storage has raised $57.5m and plans to reduce debt while powering its potential for acquisitions.

Booming residential construction and strength in equity markets and property markets are combining to provide outperformance for conglomerate Brickworks.

Brokers review old and new themes affecting the Australian retail real estate investment trust sector, and the impact on individual names.